Assessments

Assessment templates.

Who can use this page

Permission needed: View assessments (view_assessment). By default the HR Manager and Recruitment Manager have it.

Creating, editing, deleting and linking assessments: Add and Edit assessments (add_assessment, change_assessment), held by the same roles.

Superusers can do everything. Your administrator can also give the permissions to a custom role.

Assessments are reusable templates for the task a shortlisted candidate completes, such as a take-home exercise. You create one once, give it scoring criteria, and link it to as many job postings as you like.

The list

Tabs show All, Linked and Unlinked assessments with counts. Search the templates by name, or filter by submission type. Each assessment can be expanded to show its details, its scoring criteria and the job postings it is linked to. An assessment with no criteria is flagged No criteria.

Create an assessment

1. Select New assessment.
2. Enter a Title, such as “Frontend Take-home Task”. Required.
3. Choose the Submission type: what the candidate hands in. It can be a PDF, a Figma link, a GitHub link or a Google Docs link.
4. Set the Deadline in days from shortlisting. The default is 3 days.
5. Add an optional internal Description.
6. Write the Candidate instructions. These are shown on the candidate’s portal: describe the task, deliverables and any guidelines.
7. Select Create assessment.

Add scoring criteria

Open the assessment and add criteria. Each has a name (for example “Code quality”), a maximum score (10 by default) and an optional description. These are what the assessment checker scores. An assessment without criteria can’t be scored properly, so add them before linking it. Remove a criterion with its remove icon.

Link an assessment to a job

Use the link icon on an assessment, choose a Job posting and confirm. The same can be done from the job’s own Assessment tab. A job can have one linked assessment. Once linked:

• When a candidate for that job is shortlisted, the shortlisting email includes the instructions and a deadline counted from that day.
• The candidate submits their work from their portal.
• An assessment checker on the job scores it.

The link icon is disabled when every job is already linked.

Edit or delete

Select Edit to change the title, description, submission type, instructions or deadline, then Save changes. Delete removes the assessment together with its criteria and its links to job postings, and asks you to confirm first.